PXH vs FNDC overlap
PXH and FNDC overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PXH: July 31, 2026, FNDC: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PXH, SEC Form N-PORT, July 31, 2026; FNDC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PXH | FNDC |
|---|---|---|
| Charles Schwab Investment Management Inc. | $625.9M | $1.1B |
| Ameriprise Financial Inc. | $103.1M | $986K |
| FMR LLC | $91.9M | $1.4M |
| Morgan Stanley | $60.4M | $32.2M |
| Wells Fargo & Company | $77.6M | $199K |
| Victory Capital Management Inc. | $45.4M | $12.6M |
| Bank of America Corp. | $46.3M | $4.0M |
| LPL Financial LLC | $45.6M | $2.5M |
| Savant Capital, LLC | $214K | $33.5M |
| Osaic Holdings, Inc. | $15.9M | $13.9M |
| UBS Group AG | $18.9M | $8.5M |
| Focus Partners Wealth | $656K | $23.0M |
| Raymond James Financial Inc. | $11.1M | $7.5M |
| Envestnet Asset Management Inc. | $16.7M | $884K |
| Goldman Sachs Group Inc. | $9.2M | $8.0M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: PXH institutional holders, FNDC institutional holders.
Frequently asked questions
How much do PXH and FNDC overlap?
0.0% by weight, with 0 holdings in common, using holdings for PXH as of July 31, 2026 and FNDC as of May 31, 2026.
Do institutions hold both PXH and FNDC?
129 Form 13F filers report positions in both, out of 407 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.